Displaying Alternate Default Article Content Using Portal Views and the Includes function
Purpose:
The Novo application offers the ability to display any article as the first article visitors will see when browsing to the Knowledge Base URL. This is called a "Home Page" in the Novo application.
Setting a Home Page allows an organization to put out current & useful information to visitors as they are first accessing the site. But if the organization is supporting multiple groups of visitors, how can they offer a separate and unique Home Page with alternate content that is specific to each group?
This article describes the required procedures and settings to use the Includes feature with the Portal Views feature to make this happen. It is assumed that there will be other articles that are required to be displayed to each company. It would probably be cleaner if these articles were grouped beneath corresponding parent articles that are themselves child article of the Home page; (or at least on the same level).
Prerequisites:
- Novo Knowledge Base Enterprise purchase
- Basic knowledge of article creation
Steps:
1. Create Portal Views
- Go to Admin>Setup>Knowledge Base>Portal Views
- Create Portal Views as required (See the Related Article below for more information on Creating Portal Views)
2. Create Home Page Content
- Create an article named Home Page that is Public and Enabled.
- Set this article as the Home Page in Admin>Setup>Knowledge Base>Settings by entering the Article ID into the Homepage Article Id field.
- Create an article beneath the Home Page article named "Included Articles". The access and status of this article should be Public but disabled.
- Click on the new "Included Articles" article and select Add Sub-Articles/Categories.
- Create a Home Page article for the each Company that will require a separate Home Page.
- Set the access and status of these article to Portal View and Enabled.
- Set the Portal Views accordingly as were created in step 1.
3. Edit Home Page Includes
- Click on the Home Page article.
- Click Includes and include each of the Home Page articles created in Step 2. (See the Related Article below for more information on using the Includes feature)
4. Edit Account & Contacts
- Create or verify a Contact Role to be used in Admin>Permissions>Contact Roles. The Role needs to have View public articles and View assigned portal view articles permissions granted.
- Click Accounts and create an Account for each company to be supported. (Skip this step if you are not grouping Contacts into accounts; (i.e. Flat Contacts).
- Create contacts for the accounts. Assign corresponding Portal Views and Contact Roles to each Contact.
Notes:
- Admin users will see *all* Home Page articles.
- See the related article "Branding the Software with Multiple Logos (to create different looks)" to display separate company branding.